Filed February 9, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $242,906 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,260 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,807 | $71,142-8.9% | $119,609-45.8% | $64,8080% |
| Participation rate | 95.3% | 78.6%+16.7pp | 79.3%+16.0pp | 71.5%+23.8pp |
| Annual return | -11.01% | -10.01%-1.0pp | -14.97%+4.0pp | 32.82%-43.8pp |
| Employer contribution / active EE | $3,451 | $2,497+38.2% | $4,232-18.5% | $2,506+37.7% |
| Participant deferral / active EE | $5,837 | $4,490+30.0% | $5,602+4.2% | $4,310+35.4% |
| Admin fee / account holder | $63 | $162-60.9% | $10,323-99.4% | $188-66.2% |